Unclaimed Profile

Marita Agnes Sullivan

JMG FINANCIAL GROUP LTD·OAK BROOK, Illinois

Series 7, Series 63, Series 65Clean record28 years registeredJMG FINANCIAL GROUP LTD

2301 W. 22ND STREET SUITE 300, OAK BROOK, IL 60523-1264CRD# 1657556Firm CRD# 110302

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marita Agnes Sullivan · OAK BROOK, IL

Registration

CRD #1657556 · JMG FINANCIAL GROUP LTD · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JMG FINANCIAL GROUP LTD

JMG FINANCIAL GROUP LTD

Feb 1998 – Jan 2017

Downers Grove, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 21, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JMG FINANCIAL GROUP LTD

CRD 110302 · SEC 801-23526

AUM

$5.4B

Regulatory assets under management

Employees

5,079 client accounts

Services offered by JMG FINANCIAL GROUP LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JMG FINANCIAL GROUP LTD →

Introduction

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Frequently Asked Questions

What services does Marita Agnes Sullivan offer?

Marita Agnes Sullivan specializes in Financial Planning, Investment Management.

What are Marita Agnes Sullivan's credentials?

Marita Agnes Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marita Agnes Sullivan located?

Marita Agnes Sullivan is based in OAK BROOK, Illinois, last registered with JMG FINANCIAL GROUP LTD.

How does Marita Agnes Sullivan charge for services?

Marita Agnes Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JMG FINANCIAL GROUP LTD?

JMG FINANCIAL GROUP LTD has approximately 63 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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